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United Parcel Service

2,114 hedge funds and large institutions have $50.5B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 881 increasing their positions, 852 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.89B | Put options by funds: $1.7B

3% more repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 852

0.78% less ownership

Funds ownership: 68.79%68.01% (-0.78%)

4% less funds holding

Funds holding: 2,1992,114 (-85)

9% less capital invested

Capital invested by funds: $55.4B → $50.5B (-$4.89B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

28% less first-time investments, than exits

New positions opened: 168 | Existing positions closed: 232

Holders
2,114
Holders Change
-85
Holders Change %
-3.87%
% of All Funds
27.83%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.41%
New
168
Increased
881
Reduced
852
Closed
232
Calls
$1.89B
Puts
$1.7B
Net Calls
+$187M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1851
Advisornet Financial
Minnesota
$92.9K -$30.4K -309 -25%
KFI
1852
Key Financial Inc
Pennsylvania
$92.9K
JFGIW
1853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92.8K -$52.6K -535 -37%
MG
1854
MilWealth Group
Wisconsin
$92.6K
WB
1855
Webster Bank
Connecticut
$87.5K +$10.3K +105 +14%
BA
1856
Bellwether Advisors
Nebraska
$85.8K
GPI
1857
General Partner Inc
Pennsylvania
$85K
TFIPS
1858
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.8K +$984 +10 +1%
TF
1859
Tompkins Financial
New York
$83.3K -$12.2K -124 -13%
SFCL
1860
Strengthening Families & Communities LLC
Massachusetts
$83.3K +$8.36K +85 +13%
LI
1861
LRI Investments
Florida
$82K -$2.16K -22 -3%
IWM
1862
Inlight Wealth Management
Georgia
$81.5K -$56.8K -577 -42%
ACA
1863
American Capital Advisory
Idaho
$81.4K
PMFA
1864
Plante Moran Financial Advisors
Michigan
$80.8K
BWL
1865
Bogart Wealth LLC
Virginia
$79.2K +$38K +386 +97%
CAM
1866
Chesapeake Asset Management
New York
$78.9K +$3.25K +33 +4%
CAL
1867
Capital Advisors Ltd
Ohio
$78K -$31.4K -319 -29%
MHR
1868
Matthew Hamilton Rosenberg
$76.6K -$12.2K -124 -14%
BCMLT
1869
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.8K +$2.85K +29 +4%
TWD
1870
True Wealth Design
Ohio
$71K +$12.4K +126 +22%
GITFIT
1871
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$70.7K +$68.9K +700 New
IWM
1872
IMG Wealth Management
Florida
$67.8K +$46.4K +472 +236%
HDIM
1873
Hanson & Doremus Investment Management
Vermont
$67K +$65.5K +666 New
TFA
1874
Toth Financial Advisory
Virginia
$66.1K -$7.08K -72 -10%
RPA
1875
Redwood Park Advisors
California
$65.9K +$295 +3 +0.5%

UPS Hedge Fund Activity: Q2 2025 in Review

2,114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2025, worth a combined $50.5B — down 8.8% from $55.4B a quarter earlier.

Sellers outnumbered buyers: 232 funds closed out of UPS and 168 opened new positions — a net loss of 64 holders — while 852 trimmed existing stakes and 881 added.

The largest buyer was Victory Capital Management, adding an estimated $649M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 2,114 institutional investors held United Parcel Service (UPS) as of Q2 2025, down from 2,199 in Q1 2025.
  • Funds reported $50.5B of United Parcel Service stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 168 funds opened new United Parcel Service positions in Q2 2025 and 232 closed out, a net change of -64 holders.
  • The largest United Parcel Service buyer in Q2 2025 was Victory Capital Management, an estimated $649M added.
  • The largest United Parcel Service seller in Q2 2025 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2025.